Returns July 2013 – June 2014
The following returns stated are indicative for the period above and have not been audited.
Major Holdings
1) Equities
– Solco Ltd – (SOO.AX) – Supplier of solar systems
– Telstra Ltd – (TLS.AX) – Telecommunication
2) Secured Loan
Net return for the Fund for the period was approximately 11.53%
Performance of the ASX 200 for the same period was 12.35%
Performance for the previous 9 months to 31 March 2014
Net return for the Fund for the period was approximately 13.79%
Performance of the ASX 200 of the same period was 16.44%